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Professional Microsoft SQL Server 2016 Reporting Services and Mobile Reports provides a comprehensive lesson in business intelligence (BI), operational reporting and Reporting Services architecture using a clear, concise tutorial approach. You'll learn effective report solution design based upon many years of experience with successful report solutions. Improve your own reports with advanced, best-practice design, usability, query design, and filtering techniques. Expert guidance provides insight into common report types and explains where each could be made more efficient, while providing step-by step instruction on Microsoft SQL Server 2016. All changes to the 2016 release are covered in detail, including improvements to the Visual Studio Report Designer (SQL Server Data Tools) and Report Builder, Mobile Dashboard Designer, the new Report Portal Interface, HTML-5 Rendering, Power BI integration, Custom Parameters Pane, and more.
The Microsoft SQL Server 2016 release will include significant changes. New functionality, new capabilities, re-tooled processes, and changing support require a considerable update to existing knowledge. Whether you're starting from scratch or simply upgrading, this book is an essential guide to report design and business intelligence solutions.
* Understand BI fundamentals and Reporting Services architecture
* Learn the ingredients to a successful report design
* Get up to speed on Microsoft SQL Server 2016
* Grasp the purpose behind common designs to optimize your reporting
Microsoft SQL Server Reporting Services makes reporting faster, easier, and more powerful than ever in web, desktop and portal solutions. Compatibility with an extensive variety of data sources makes it a go-to solution for organizations across the globe. The 2016 release brings some of the biggest changes in years, and the full depth and breadth of these changes can create a serious snag in your workflow. For a clear tutorial geared toward the working professional, Professional Microsoft SQL Server 2016 Reporting Services and Mobile Reports is the ideal guide for getting up to speed and producing successful reports.
Professional Microsoft SQL Server 2016 Reporting Services and Mobile Reports provides a comprehensive lesson in business intelligence (BI), operational reporting and Reporting Services architecture using a clear, concise tutorial approach. You'll learn effective report solution design based upon many years of experience with successful report solutions. Improve your own reports with advanced, best-practice design, usability, query design, and filtering techniques. Expert guidance provides insight into common report types and explains where each could be made more efficient, while providing step-by step instruction on Microsoft SQL Server 2016. All changes to the 2016 release are covered in detail, including improvements to the Visual Studio Report Designer (SQL Server Data Tools) and Report Builder, Mobile Dashboard Designer, the new Report Portal Interface, HTML-5 Rendering, Power BI integration, Custom Parameters Pane, and more.
The Microsoft SQL Server 2016 release will include significant changes. New functionality, new capabilities, re-tooled processes, and changing support require a considerable update to existing knowledge. Whether you're starting from scratch or simply upgrading, this book is an essential guide to report design and business intelligence solutions.
* Understand BI fundamentals and Reporting Services architecture
* Learn the ingredients to a successful report design
* Get up to speed on Microsoft SQL Server 2016
* Grasp the purpose behind common designs to optimize your reporting
Microsoft SQL Server Reporting Services makes reporting faster, easier, and more powerful than ever in web, desktop and portal solutions. Compatibility with an extensive variety of data sources makes it a go-to solution for organizations across the globe. The 2016 release brings some of the biggest changes in years, and the full depth and breadth of these changes can create a serious snag in your workflow. For a clear tutorial geared toward the working professional, Professional Microsoft SQL Server 2016 Reporting Services and Mobile Reports is the ideal guide for getting up to speed and producing successful reports.
About the author
Paul Turley is an independent BI consultant and trainer, owner of Intelligent Business LLC and Mentor for SolidQ. He is a Microsoft Data Platform MVP and Microsoft Certified Trainer with multiple industry certifications, and teaches classes on SQL Server technologies to companies around the world. Paul has authored several books and courses on database and BI technologies. He blogs at [...].
Visit us at [...] where you have access to free code samples, Programmer to Programmer forums, and discussions on the latest happenings in the industry from around the world.
INTRODUCTION xxix
PART I: GETTING STARTED
CHAPTER 1: INTRODUCING REPORTING SERVICES 3
Who Uses Reporting Services? 4
Information Workers and Data Analysts 5
Information Consumers 6
Business Managers and Leaders 6
Software Developers 6
System Administrators 7
Dashboards, Reports, and Applications 7
Application Integration 7
Business Intelligence and Analytics Solutions 10
Mobile Reports and KPIs 11
Report Tool Choices 14
Simple Report Design 15
IT-Designed Reports 16
User-Designed Reports 16
Server-Based Reports 17
Report Data Sources 18
Enterprise Scale 19
Optimizing Performance 19
Performance 20
Summary 20
CHAPTER 2: WHAT'S NEW IN SQL SERVER 2016 REPORTING SERVICES? 23
Report Builder and Designer Enhancements 25
Modern Browser Rendering 26
Parameter Layout Control 26
Updated RDL Specifi cation 27
Mobile Reports 28
KPIs 30
Native Printing Control 31
PowerPoint Rendering 31
Integrated and Improved Web Portal 31
New Charts and Visual Enhancements 32
Standardized, Modern Browser Rendering 33
Power BI Dashboard Pinning 33
Summary 36
CHAPTER 3: REPORTING SERVICES INSTALLATION AND ARCHITECTURE 39
What's Changed in SQL Server 2016? 41
The Basic Installation 41
Installing Reporting Services 42
Installing the Reporting Services Samples, Exercises, and SQL Server Databases 56
The Enterprise Deployment 57
SQL Server Editions 58
Default and Named Instances 58
Topology 60
Modes 61
Installation Options 61
The Reporting Life Cycle 63
Authoring 63
Management 63
Delivery 64
Reporting Services Tools 64
Report Builder 64
Web Portal 64
SharePoint Libraries and Web Parts 64
Reporting Services Confi guration Manager 65
SQL Server Management Applications 65
Command-Line Utilities 65
HTML Viewer 66
Report Viewer Control 66
Reporting Services Web Service 67
Reporting Services Windows Service 68
[...] and the HTTP Listener 69
The Security Sublayer 69
Web Portal and the Web Service 70
Core Processing 71
Service Management 71
WMI and the RPC Interface 72
Reporting Services Processors and Extensions 73
The Report Processor 74
Data Processing Extensions 75
Report Items 76
Rendering Extensions 77
The Scheduling and Delivery Processor 80
Delivery Extensions 80
Reporting Services Application Databases 80
ReportServer 80
ReportServerTempDB 82
Summary 82
PART II: BASIC REPORT DESIGN
CHAPTER 4: REPORT LAYOUT AND FORMATTING 87
Using Report Design Tools 88
Understanding Report Data Building Blocks 89
Data Sources 89
Datasets 90
Data Regions 90
Report Items 93
Samples and Exercises 93
Preparing the Report Data 96
Designing the Report Layout 100
Reviewing the Report 104
Setting Formatting Properties 105
Validating Report Design and Grouping Data 108
Summary 112
CHAPTER 5: DATA ACCESS AND QUERY BASICS 113
Database Essentials 114
Relational Database Concepts 114
What's a Sequel? 114
Data Source Management 115
Embedded and Shared Data Sources 115
Datasets and Fields 119
Embedded and Shared Datasets 120
Exercises 120
Authoring a Query with SQL Server Management Studio 120
Add the Query to the Report Dataset 124
Design the Report Body 128
Enhance the Parameter 131
Using Multiple Parameter Values 134
Summary 138
CHAPTER 6: GROUPING AND TOTALS 139
SQL Server Data Tools 140
Getting Started 140
Getting Started with Sample Reports Projects 144
Report Groups 150
Adding Totals to a Table or Matrix Report 153
Expression Basics 154
Introducing Aggregate Functions and Totals 155
Sorting 155
Exercise 158
Design the Dataset Query 158
Design and Lay Out a Table Report 160
Add Summary Totals and Drill-Down 163
Aggregate Detail Row Summaries 167
Create Parameter List 168
Summary 171
PART III: ADVANCED AND ANALYTIC REPORTING
CHAPTER 7: ADVANCED REPORT DESIGN 175
Pagination and Flow Control 176
Headers and Footers 178
Tablix Headers and Detail Cells 182
Designing the Page Headers 182
Composite Reports and Embedded Content 187
Unlocking the Textbox 187
Padding and Indenting 188
Embedded Formatting 189
Designing Master/Detail Reports 195
Repeating Data Regions: Table, Matrix, and List 196
Groups and Dataset Scope 200
More Aggregate Functions and Totals 200
Designing Subreports 203
Federating Data with a Subreport 205
Navigating Reports 208
Creating a Document Map 209
Exercises 210
Exercise 1: Create a Report Template 210
Exercise 2: Create a Report from the Template with Dynamic Expressions 215
Summary 219
CHAPTER 8: GRAPHICAL REPORT DESIGN 221
Visual Design Principles 222
Keep Charts Simple 222
Properties, Oh My! 223
The Fashion of Visualization 223
Visual Storytelling 224
Perspective and Skewing 224
Chart Types 225
Chart Type Summary 225
Column and Stacked Charts 228
Area and Line Charts 229
Pie and Doughnut Charts 229
Bubble and Stock Charts 233
New Chart Types 233
The Anatomy of a Chart 235
Multiple Series, Axes, and Areas 237
Exercises 240
Exercise 1: Creating and Styling a Simple Chart 240
Exercise 2: Creating a Multi-series Chart 245
Useful Properties and Settings 248
Summary 249
CHAPTER 9: ADVANCED QUERIES AND PARAMETERS 251
T-SQL Queries and Parameters 252
Parameter Lists and Multi-select 252
Cascading Parameters 257
Arranging Parameters in the Parameter Bar 259
Managing Long Parameter Lists 259
All Value Selection 261
Handling Conditional Logic 264
MDX Queries and Parameters 266
Single-Valued Parameter 270
Multi-Valued Parameter 270
Date Value Ranges 271
Summary 275
CHAPTER 10: REPORTING WITH ANALYSIS SERVICES 277
Analysis Services for Reporting 278
Using Reporting Services with Analysis Services Data 279
Working with Multidimensional Expression Language 280
MDX: Simple or Complex? 280
Building Queries with the MDX Query Designer 281
Modifying an MDX Query 293
Adding Nonadditive Measures 302
When to Use the Aggregate Function 304
MDX Properties and Cube Formatting 305
Drill-Through Reports 307
Parameter Safety Precautions 308
Best Practices and Provisions 308
Summary 309
CHAPTER 11: SSAS REPORTING ADVANCED TECHNIQUES 311
Building a Dynamic Cube Browser with SSRS 312
Cube Dynamic Rows 312
Cube Dynamic Rows Anatomy 313
Cube Dynamic Rows Summary 322
Cube Dynamic Rows Expanded 324
MDX Query Modifi cations 324
Design Surface Modifi cations 325
Cube Restricting Rows 326
Designing the Report 326
Cube Metadata 332
Designing the Report 332
Adding Other Cube Metadata 336
Cube Browser 342
Anatomy of the Reports 342
Behind the Scenes 346
Final Thoughts 362
Summary 364
CHAPTER 12: EXPRESSIONS AND ACTIONS 365
Basic Expressions Recap 365
Using the Expression Builder 367
Calculated Fields 369
Conditional Expressions 371
The IIF() Function 372
Using Custom Code 375
Using Custom Code in a Report 376
Links and Drill-Through Reports 378
Reporting on Recursive Relationships 381
Actions and Report Navigation 385
Summary 392
PART IV: SOLUTION PATTERNS
CHAPTER 13: REPORT PROJECTS AND CONSOLIDATION 397
SSDT Solutions and Projects 398
Project Structure and Development Phases 399
Shared Datasets and Data Sources 401
Key Success Factors 402
Report Specifi cations 403
Report Template 406
Version Control 407
Setting Up Version Control 408
Getting the Latest Version 408
Viewing a Report's History 409
Restoring a Previous Version of a Report 409
Setting Check-out and Check-in Policies 409
Applying Labels 409
Synchronizing Content 409
Deploying an Individual Report 410
Deploying a Suite of Reports 410
Checking for Build Errors 410
Excluding a Report from a Deployment 410
Managing Server Content 410
Checking the Deployment Location 411
Managing Content in Native Mode 412
Managing Content in SharePoint 413
Report Builder and Self-Service Reporting Strategies 414
Report Builder and Semantic Model History 415
Planning a Self-Service Reporting Environment 416
You Need a Plan 416
Design Approaches and Usage Scenarios 416
Defi ne Ownership 417
Data Governance 418
Data Source Access and Security 419
User Education 419
Data Source and Query Options 421
User Report Migration Strategies 425
Review 425
Consolidate 426
Design 426
Test 426
Maintain 426
Summary 427
CHAPTER 14: REPORT SOLUTIONS, PATTERNS, AND RECIPES 429
Super Reports...
| Erscheinungsjahr: | 2017 |
|---|---|
| Genre: | Informatik |
| Rubrik: | Naturwissenschaften & Technik |
| Medium: | Taschenbuch |
| Inhalt: | 816 S. |
| ISBN-13: | 9781119258353 |
| ISBN-10: | 1119258359 |
| Sprache: | Englisch |
| Herstellernummer: | 1W119258350 |
| Einband: | Kartoniert / Broschiert |
| Autor: | Turley, Paul |
| Hersteller: |
Wiley
John Wiley & Sons |
| Maße: | 233 x 189 x 44 mm |
| Von/Mit: | Paul Turley |
| Erscheinungsdatum: | 06.02.2017 |
| Gewicht: | 1,43 kg |
About the author
Paul Turley is an independent BI consultant and trainer, owner of Intelligent Business LLC and Mentor for SolidQ. He is a Microsoft Data Platform MVP and Microsoft Certified Trainer with multiple industry certifications, and teaches classes on SQL Server technologies to companies around the world. Paul has authored several books and courses on database and BI technologies. He blogs at [...].
Visit us at [...] where you have access to free code samples, Programmer to Programmer forums, and discussions on the latest happenings in the industry from around the world.
INTRODUCTION xxix
PART I: GETTING STARTED
CHAPTER 1: INTRODUCING REPORTING SERVICES 3
Who Uses Reporting Services? 4
Information Workers and Data Analysts 5
Information Consumers 6
Business Managers and Leaders 6
Software Developers 6
System Administrators 7
Dashboards, Reports, and Applications 7
Application Integration 7
Business Intelligence and Analytics Solutions 10
Mobile Reports and KPIs 11
Report Tool Choices 14
Simple Report Design 15
IT-Designed Reports 16
User-Designed Reports 16
Server-Based Reports 17
Report Data Sources 18
Enterprise Scale 19
Optimizing Performance 19
Performance 20
Summary 20
CHAPTER 2: WHAT'S NEW IN SQL SERVER 2016 REPORTING SERVICES? 23
Report Builder and Designer Enhancements 25
Modern Browser Rendering 26
Parameter Layout Control 26
Updated RDL Specifi cation 27
Mobile Reports 28
KPIs 30
Native Printing Control 31
PowerPoint Rendering 31
Integrated and Improved Web Portal 31
New Charts and Visual Enhancements 32
Standardized, Modern Browser Rendering 33
Power BI Dashboard Pinning 33
Summary 36
CHAPTER 3: REPORTING SERVICES INSTALLATION AND ARCHITECTURE 39
What's Changed in SQL Server 2016? 41
The Basic Installation 41
Installing Reporting Services 42
Installing the Reporting Services Samples, Exercises, and SQL Server Databases 56
The Enterprise Deployment 57
SQL Server Editions 58
Default and Named Instances 58
Topology 60
Modes 61
Installation Options 61
The Reporting Life Cycle 63
Authoring 63
Management 63
Delivery 64
Reporting Services Tools 64
Report Builder 64
Web Portal 64
SharePoint Libraries and Web Parts 64
Reporting Services Confi guration Manager 65
SQL Server Management Applications 65
Command-Line Utilities 65
HTML Viewer 66
Report Viewer Control 66
Reporting Services Web Service 67
Reporting Services Windows Service 68
[...] and the HTTP Listener 69
The Security Sublayer 69
Web Portal and the Web Service 70
Core Processing 71
Service Management 71
WMI and the RPC Interface 72
Reporting Services Processors and Extensions 73
The Report Processor 74
Data Processing Extensions 75
Report Items 76
Rendering Extensions 77
The Scheduling and Delivery Processor 80
Delivery Extensions 80
Reporting Services Application Databases 80
ReportServer 80
ReportServerTempDB 82
Summary 82
PART II: BASIC REPORT DESIGN
CHAPTER 4: REPORT LAYOUT AND FORMATTING 87
Using Report Design Tools 88
Understanding Report Data Building Blocks 89
Data Sources 89
Datasets 90
Data Regions 90
Report Items 93
Samples and Exercises 93
Preparing the Report Data 96
Designing the Report Layout 100
Reviewing the Report 104
Setting Formatting Properties 105
Validating Report Design and Grouping Data 108
Summary 112
CHAPTER 5: DATA ACCESS AND QUERY BASICS 113
Database Essentials 114
Relational Database Concepts 114
What's a Sequel? 114
Data Source Management 115
Embedded and Shared Data Sources 115
Datasets and Fields 119
Embedded and Shared Datasets 120
Exercises 120
Authoring a Query with SQL Server Management Studio 120
Add the Query to the Report Dataset 124
Design the Report Body 128
Enhance the Parameter 131
Using Multiple Parameter Values 134
Summary 138
CHAPTER 6: GROUPING AND TOTALS 139
SQL Server Data Tools 140
Getting Started 140
Getting Started with Sample Reports Projects 144
Report Groups 150
Adding Totals to a Table or Matrix Report 153
Expression Basics 154
Introducing Aggregate Functions and Totals 155
Sorting 155
Exercise 158
Design the Dataset Query 158
Design and Lay Out a Table Report 160
Add Summary Totals and Drill-Down 163
Aggregate Detail Row Summaries 167
Create Parameter List 168
Summary 171
PART III: ADVANCED AND ANALYTIC REPORTING
CHAPTER 7: ADVANCED REPORT DESIGN 175
Pagination and Flow Control 176
Headers and Footers 178
Tablix Headers and Detail Cells 182
Designing the Page Headers 182
Composite Reports and Embedded Content 187
Unlocking the Textbox 187
Padding and Indenting 188
Embedded Formatting 189
Designing Master/Detail Reports 195
Repeating Data Regions: Table, Matrix, and List 196
Groups and Dataset Scope 200
More Aggregate Functions and Totals 200
Designing Subreports 203
Federating Data with a Subreport 205
Navigating Reports 208
Creating a Document Map 209
Exercises 210
Exercise 1: Create a Report Template 210
Exercise 2: Create a Report from the Template with Dynamic Expressions 215
Summary 219
CHAPTER 8: GRAPHICAL REPORT DESIGN 221
Visual Design Principles 222
Keep Charts Simple 222
Properties, Oh My! 223
The Fashion of Visualization 223
Visual Storytelling 224
Perspective and Skewing 224
Chart Types 225
Chart Type Summary 225
Column and Stacked Charts 228
Area and Line Charts 229
Pie and Doughnut Charts 229
Bubble and Stock Charts 233
New Chart Types 233
The Anatomy of a Chart 235
Multiple Series, Axes, and Areas 237
Exercises 240
Exercise 1: Creating and Styling a Simple Chart 240
Exercise 2: Creating a Multi-series Chart 245
Useful Properties and Settings 248
Summary 249
CHAPTER 9: ADVANCED QUERIES AND PARAMETERS 251
T-SQL Queries and Parameters 252
Parameter Lists and Multi-select 252
Cascading Parameters 257
Arranging Parameters in the Parameter Bar 259
Managing Long Parameter Lists 259
All Value Selection 261
Handling Conditional Logic 264
MDX Queries and Parameters 266
Single-Valued Parameter 270
Multi-Valued Parameter 270
Date Value Ranges 271
Summary 275
CHAPTER 10: REPORTING WITH ANALYSIS SERVICES 277
Analysis Services for Reporting 278
Using Reporting Services with Analysis Services Data 279
Working with Multidimensional Expression Language 280
MDX: Simple or Complex? 280
Building Queries with the MDX Query Designer 281
Modifying an MDX Query 293
Adding Nonadditive Measures 302
When to Use the Aggregate Function 304
MDX Properties and Cube Formatting 305
Drill-Through Reports 307
Parameter Safety Precautions 308
Best Practices and Provisions 308
Summary 309
CHAPTER 11: SSAS REPORTING ADVANCED TECHNIQUES 311
Building a Dynamic Cube Browser with SSRS 312
Cube Dynamic Rows 312
Cube Dynamic Rows Anatomy 313
Cube Dynamic Rows Summary 322
Cube Dynamic Rows Expanded 324
MDX Query Modifi cations 324
Design Surface Modifi cations 325
Cube Restricting Rows 326
Designing the Report 326
Cube Metadata 332
Designing the Report 332
Adding Other Cube Metadata 336
Cube Browser 342
Anatomy of the Reports 342
Behind the Scenes 346
Final Thoughts 362
Summary 364
CHAPTER 12: EXPRESSIONS AND ACTIONS 365
Basic Expressions Recap 365
Using the Expression Builder 367
Calculated Fields 369
Conditional Expressions 371
The IIF() Function 372
Using Custom Code 375
Using Custom Code in a Report 376
Links and Drill-Through Reports 378
Reporting on Recursive Relationships 381
Actions and Report Navigation 385
Summary 392
PART IV: SOLUTION PATTERNS
CHAPTER 13: REPORT PROJECTS AND CONSOLIDATION 397
SSDT Solutions and Projects 398
Project Structure and Development Phases 399
Shared Datasets and Data Sources 401
Key Success Factors 402
Report Specifi cations 403
Report Template 406
Version Control 407
Setting Up Version Control 408
Getting the Latest Version 408
Viewing a Report's History 409
Restoring a Previous Version of a Report 409
Setting Check-out and Check-in Policies 409
Applying Labels 409
Synchronizing Content 409
Deploying an Individual Report 410
Deploying a Suite of Reports 410
Checking for Build Errors 410
Excluding a Report from a Deployment 410
Managing Server Content 410
Checking the Deployment Location 411
Managing Content in Native Mode 412
Managing Content in SharePoint 413
Report Builder and Self-Service Reporting Strategies 414
Report Builder and Semantic Model History 415
Planning a Self-Service Reporting Environment 416
You Need a Plan 416
Design Approaches and Usage Scenarios 416
Defi ne Ownership 417
Data Governance 418
Data Source Access and Security 419
User Education 419
Data Source and Query Options 421
User Report Migration Strategies 425
Review 425
Consolidate 426
Design 426
Test 426
Maintain 426
Summary 427
CHAPTER 14: REPORT SOLUTIONS, PATTERNS, AND RECIPES 429
Super Reports...
| Erscheinungsjahr: | 2017 |
|---|---|
| Genre: | Informatik |
| Rubrik: | Naturwissenschaften & Technik |
| Medium: | Taschenbuch |
| Inhalt: | 816 S. |
| ISBN-13: | 9781119258353 |
| ISBN-10: | 1119258359 |
| Sprache: | Englisch |
| Herstellernummer: | 1W119258350 |
| Einband: | Kartoniert / Broschiert |
| Autor: | Turley, Paul |
| Hersteller: |
Wiley
John Wiley & Sons |
| Maße: | 233 x 189 x 44 mm |
| Von/Mit: | Paul Turley |
| Erscheinungsdatum: | 06.02.2017 |
| Gewicht: | 1,43 kg |
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